JPMorgan Chase says this stock sector will gather 15-20 % this year, driven by artificial intelligence: Report
It is said that the largest American bank, Jpmorgan Chase, says that the regional stock sector may rise up to 20 % before the end of the year.
In the new Bloomberg report, Jpmorgan Chase He says Asian technology shares may determine between 15 % and 20 % during the remaining period of 2025, largely due to artificial intelligence (AI).
Say jpmorgan hunts,
“Artificial intelligence will continue to drive this motorcycle to grow in Capex from the data center (capital expenses) in 2025 and more confidence in the growth of 2026. We do not recommend any useful rotation away from artificial intelligence stocks in the next three months.”
One of the scale that indicates a high demand for artificial intelligence in the region is the Bloomberg Asia Pacific Semipeductors, a measure of semiconductor companies in the Asia Pacific region, which increased more than 12 % this year. The semiconductor index outperformed the MSCI AC Asia Pacific index, which is a measure of Asian stocks.
JPMorgan analysts expect that the shares of the largest manufacturing companies in the region, Taiwan Semiconductor Manufacturing Co. And sk Hynix Inc. And Advantest Corp and Delta Electronics Inc. , It will continue to increase for at least 12 months and the company’s profits will continue to see emerging reviews.
Meanwhile, JPMORGAN analysts tend to land on other AI’s shares, including manufacturers of personal computers, smartphones and consumer devices, which are expected to see these companies more reviews of profits due to the dull impact on Chinese consumption benefits.
Follow us xand Facebook and cable
Don’t miss a rhythm – Subscribe to deliver email alerts directly to your inbox
Check the price procedure
Browse the daily Hodl Mix
& nbsp
Disclosure: The views expressed in Daily Hodl are not an investment advice. Investors must do due care before making any high -risk investments in bitcoin, cryptocurrency, or digital assets. Please note that your transfers and trading on your own responsibility, and any losses you may bear are your responsibility. Daily Hodl does not recommend buying or selling any encrypted currencies or digital assets, and Hodl Daily Andersor is an investment. Please note that the daily Hodl participates in dependent marketing.
Created Image: Midjourney
